Salina, KS Office
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RFG Advisory, LLC
Multi-team
Firm-wide stats for RFG Advisory, LLC
About
RFG Advisory provides investment advisory and planning services to a broad client mix that includes individual and high‑net‑worth investors, retirement plans and plan participants, and select institutional clients such as investment companies and state or municipal government entities. Services described in the brochure include discretionary portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party money managers, sub‑advisory services to exchange‑traded funds, and access to alternative investments and annuity platforms.
The firm’s investment delivery is primarily discretionary and leverages a range of model strategies and third‑party platforms: firm‑managed Bluemonte model portfolios (ETF and mutual‑fund based), direct indexing, SMArtX and other manager marketplaces, and participant‑facing retirement technology such as Pontera and Aspire for employer‑sponsored accounts. RFG also conducts ongoing supervisory and compliance oversight of affiliated and third‑party managers and states its role as an ERISA fiduciary when advising retirement accounts or plan sponsors.
Several features in the brochure distinguish RFG from many multi‑team peers: it acts as sub‑adviser to multiple Bluemonte ETFs and may invest client assets in those funds, it expressly serves investment company clients and state/municipal clients (both noted as less common among peers), and many advisors on the platform are also licensed to sell insurance products and use annuity management platforms. The firm further offers curated access to private and structured investments through providers such as iCapital/CAIS, supports 10b5‑1 trading plans and consolidates various services via custodial relationships and platform arrangements, with disclosures in the brochure about resulting conflicts and mitigation practices.
Based on RFG Advisory, LLC
Expertise
Based on RFG Advisory, LLC
Location
1000 Westchester Drive
Salina KS 67401
Advisors at this office
3
Advisors at this office
Nathan R
Series 66
Salina, KS
RFG Advisory, LLC
Nathan Reynolds is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked with firms including Waddell & Reed Inc and Billings Group, Inc. Reynolds serves on the Board of Directors and as Treasurer for Billings Group S Corp. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management using model strategies and third-party platforms, and serves as a sub-adviser to multiple ETFs while also supporting retirement accounts and plan sponsors as an ERISA fiduciary.
Lance B
Series 63, Series 65
Salina, KS
RFG Advisory, LLC
Lance Billings is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Waddell & Reed, Inc. for 32 years and has led the Billings Group, Inc. since 2013. His background includes roles in both investment advisory and insurance services. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs primarily discretionary investment strategies using various model portfolios and third-party platforms and acts as a sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology solutions.
Joshua K
Series 66
Salina, KS
RFG Advisory, LLC
Joshua Kilsch is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Waddell & Reed, Inc. for 11 years and is involved with the Billings Group as an advisor and board member. Outside of financial services, Kilsch serves as a pastor at First Christian Church and performs pastoral duties including officiating weddings and funerals. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and select institutional clients. The firm employs a primarily discretionary investment approach utilizing model portfolios, direct indexing, and third-party platforms, and acts as sub-adviser to multiple exchange-traded funds.
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